Bank of Montreal Portfolio holdings
Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.
Top Buys
| 1 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 3 |
Mastercard
MA
|
+$970M |
| 4 |
Flutter Entertainment
FLUT
|
+$958M |
| 5 |
CrowdStrike
CRWD
|
+$866M |
Top Sells
| 1 |
Burford Capital
BUR
|
+$2.61B |
| 2 |
Tesla
TSLA
|
+$737M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
+$639M |
| 4 |
Royal Bank of Canada
RY
|
+$589M |
| 5 |
Scotiabank
BNS
|
+$495M |
Sector Composition
| 1 | Financials | 22.78% |
| 2 | Technology | 20.68% |
| 3 | Communication Services | 8.12% |
| 4 | Industrials | 7% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Tradeweb Markets
TW
$25.2B
| $2.63M | ﹤0.01% |
21,636
-5,503
| -20% | -$670K |
|
1302
Fomento Económico Mexicano
FMX
$32B
| $2.61M | ﹤0.01% |
26,214
-1,071
| -4% | -$106K |
|
1303
WEX
WEX
$5.82B
| $2.6M | ﹤0.01% |
12,438
+5,049
| +68% | +$1.06M |
|
1304
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.29B
| $2.6M | ﹤0.01% |
59,871
+5,046
| +9% | +$219K |
|
1305
MACOM Technology Solutions
MTSI
$9.82B
| $2.6M | ﹤0.01% |
23,270
-527
| -2% | -$58.8K |
|
1306
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.26B
| $2.59M | ﹤0.01% |
+67,242
| New | +$2.59M |
|
1307
Alaska Air
ALK
$7.31B
| $2.59M | ﹤0.01% |
57,577
+20,347
| +55% | +$916K |
|
1308
Unum
UNM
$12.8B
| $2.59M | ﹤0.01% |
44,080
-4,084
| -8% | -$240K |
|
1309
Brixmor Property Group
BRX
$8.57B
| $2.58M | ﹤0.01% |
94,138
-3,816
| -4% | -$105K |
|
|
GOOS
1310
Canada Goose Holdings
GOOS
$1.36B
| $2.58M | ﹤0.01% |
203,373
-119,832
| -37% | -$1.52M |
|
1311
Avantor
AVTR
$8.39B
| $2.58M | ﹤0.01% |
+99,702
| New | +$2.58M |
|
1312
iShares US Insurance ETF
IAK
$715M
| $2.55M | ﹤0.01% |
19,819
-2,248
| -10% | -$290K |
|
1313
Ryman Hospitality Properties
RHP
$6.31B
| $2.53M | ﹤0.01% |
23,174
+43
| +0.2% | +$4.7K |
|
1314
Sunrun
RUN
$3.71B
| $2.53M | ﹤0.01% |
136,954
-33,372
| -20% | -$617K |
|
1315
Duolingo
DUOL
$14.1B
| $2.53M | ﹤0.01% |
9,104
-1,786
| -16% | -$497K |
|
1316
Invesco MSCI Sustainable Future ETF
ERTH
$143M
| $2.53M | ﹤0.01% |
55,875
+54,500
| +3,964% | +$2.47M |
|
1317
iShares 10-20 Year Treasury Bond ETF
TLH
$11.6B
| $2.53M | ﹤0.01% |
23,010
+7,561
| +49% | +$830K |
|
1318
News Corp Class B
NWS
$18.2B
| $2.52M | ﹤0.01% |
90,535
-6,482
| -7% | -$181K |
|
1319
Trump Media & Technology Group
DJT
$4.75B
| $2.52M | ﹤0.01% |
+170,817
| New | +$2.52M |
|
1320
Southwest Gas
SWX
$5.65B
| $2.52M | ﹤0.01% |
33,802
-1,760
| -5% | -$131K |
|
1321
Clearway Energy Class C
CWEN
$3.39B
| $2.51M | ﹤0.01% |
82,417
-3,301
| -4% | -$101K |
|
1322
Commerce Bancshares
CBSH
$7.96B
| $2.5M | ﹤0.01% |
43,926
-26,110
| -37% | -$1.49M |
|
1323
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.67B
| $2.49M | ﹤0.01% |
45,958
+44,208
| +2,526% | +$2.39M |
|
1324
Baidu
BIDU
$39.5B
| $2.48M | ﹤0.01% |
23,558
+1,177
| +5% | +$124K |
|
1325
Autoliv
ALV
$9.68B
| $2.48M | ﹤0.01% |
25,976
-49,868
| -66% | -$4.76M |
|